Latest Institutional Transactions on First Tr Value Line Divid Inde (FVD)
This table provides information on the latest institutional transactions involving First Tr Value Line Divid Inde (FVD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-542Closed |
$15.7K - $17.3K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-307KClosed |
$8.91M - $9.78M
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50Closed |
$1.45K - $1.59K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-30KClosed |
$871K - $956K
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-561KClosed |
$16.3M - $17.9M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12KClosed |
$360K - $376K
|
0
$0
|
|
|
Jan 23, 2018
Q4 2017
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200Closed |
$5.97K - $6.24K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
City Holding CO
|
BUY
|
- |
700New |
$20.9K - $21.8K
|
700
$31K
|
|
| Q3 2017 | |||||||
|
Dec 06, 2018
Q3 2017
|
Bell Rock Capital LLC
|
SELL
|
- |
-389Closed |
$11.5K - $11.6K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$29.7 - $29.8
|
1
$44.3
|
|
| Q2 2017 | |||||||
|
Dec 08, 2017
Q2 2017
|
Affiance Financial, LLC
|
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|